IWC
BUI icon

Integrated Wealth Concepts’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Integrated Wealth Concepts’s Portfolio BUI Stock Details BUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.2K Buy
+936
New +$25.8K ﹤0.01% 3842

Other funds holding BUI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Integrated Wealth Concepts's BUI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q2 2026: 936 shares worth $27.2K. The stake represents ﹤0.01% of the portfolio and ranks #3842 among its holdings.

82 funds tracked by Wall St. Rank hold BUI as of Q2 2026.

  • Integrated Wealth Concepts held 936 shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust worth $27.2K as of Q2 2026.
  • BlackRock Utilities, Infrastructure & Power Opportunities Trust was a new Integrated Wealth Concepts position in Q2 2026.
  • BlackRock Utilities, Infrastructure & Power Opportunities Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3842 holding.
  • 82 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.